Wealth Effects LLC
- SEC CIK
- 0001907254
- Latest filing
- Aug 6, 2026
T holding history
AT&T Inc. in every 13F filed by Wealth Effects LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
T overviewAll 13F holders of TFull Q2 2026 holdings
- Shares (Q2 2026)
- 21,088
- Value
- $436.5K
- % of portfolio
- 0.1%
- Quarters held
- 19
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 21,088 | $436.5K | 0.1% | −920−4.2% | Reduced | Holders |
| Q1 2026 | 22,008 | $638.0K | 0.2% | −1,402−6.0% | Reduced | Holders |
| Q4 2025 | 23,410 | $581.5K | 0.2% | +3,037+14.9% | Added | Holders |
| Q3 2025 | 20,373 | $575.3K | 0.2% | −22−0.1% | Reduced | Holders |
| Q2 2025 | 20,395 | $590.2K | 0.2% | +5,782+39.6% | Added | Holders |
| Q1 2025 | 14,613 | $413.3K | 0.2% | −7,740−34.6% | Reduced | Holders |
| Q4 2024 | 22,353 | $509.0K | 0.2% | −109−0.5% | Reduced | Holders |
| Q3 2024 | 22,462 | $494.2K | 0.2% | −399−1.7% | Reduced | Holders |
| Q2 2024 | 22,861 | $436.9K | 0.2% | −15,515−40.4% | Reduced | Holders |
| Q1 2024 | 38,376 | $675.4K | 0.2% | +7,904+25.9% | Added | Holders |
| Q4 2023 | 30,472 | $511.3K | 0.2% | +17,271+130.8% | Added | Holders |
| Q3 2023 | 13,201 | $198.3K | 0.1% | −6,439−32.8% | Reduced | Holders |
| Q2 2023 | 19,640 | $313.3K | 0.1% | +267+1.4% | Added | Holders |
| Q1 2023 | 19,373 | $372.9K | 0.2% | +253+1.3% | Added | Holders |
| Q4 2022 | 19,120 | $352.0K | 0.2% | −7,198−27.4% | Reduced | Holders |
| Q3 2022 | 26,318 | $404.0K | 0.2% | −30−0.1% | Reduced | Holders |
| Q2 2022 | 26,348 | $552.0K | 0.3% | +5,007+23.5% | Added | Holders |
| Q1 2022 | 21,341 | $504.0K | 0.2% | −190−0.9% | Reduced | Holders |
| Q4 2021 | 21,531 | $530.0K | 0.2% | – | No prior filing | Holders |